See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,766 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $53,522 |
Filed as: NEXUS ADMINISTRATORS INC Service code 13 7647 N FRESNO ST STE 102 · FRESNO, CA 93711 | Contract Administrator | $14,701 |
GAROFOLO & RAMSDELL LLP1 year Service code 99 3443 GOLDEN GATE WAY STE H · LAFAYETTE, CA 94549 | Other Fees | $2,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,166 | $86,944+159.0% | $107,525+109.4% | $74,304+203.0% |
| Participation rate | 94.5% | 59.6%+35.0pp | 75.1%+19.5pp | 60.3%+34.2pp |
| Annual return | 12.25% | 23.52%-11.3pp | 181.32%-169.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $11,265 | $2,757+308.6% | $3,754+200.1% | $2,241+402.6% |
| Participant deferral / active EE | $9,929 | $3,554+179.4% | $5,116+94.1% | $3,767+163.6% |
| Admin fee / account holder | $676 | $3,727-81.9% | $8,919-92.4% | $2,969-77.2% |